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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

FieldInsight, formerly known as Scheduleflow, serves as an all-in-one scheduling and job management software tailored for field service companies. This platform enables small to mid-sized HVAC businesses to efficiently monitor ongoing jobs, service calls, and repeat tasks via its real-time calendar and runsheet features. Additionally, FieldInsight provides an easy-to-navigate invoicing and quoting system that streamlines payment processes, allowing field service companies to receive their payments more swiftly and effectively. By integrating these functionalities, FieldInsight enhances operational efficiency for its users.

Description

XOi enables field service businesses throughout North America to enhance their operations by utilizing eco-friendly technologies and reducing the need for multiple truck rolls. Each technician already has access to a high-definition camera, and with XOi, they can efficiently document their work sites in a secure manner. This improvement leads to superior record-keeping, a decrease in customer disputes, and potentially lower insurance premiums. It's a fact that sending out an additional truck, costing nearly $600, can severely diminish your profit margins. Instead, consider equipping your technicians with a comprehensive content portal that includes training manuals, wiring diagrams, and manufacturer resources, along with the option for virtual coaching to prepare them for any challenges they might face on the job. As the workforce faces a shortage, with over 30 million field service positions expected to remain unfilled by 2020, XOi creates a vital link between inexperienced technicians on-site and seasoned professionals in the office. This innovative approach not only enhances service delivery but also ensures a smooth transition of knowledge and skills, effectively tackling the looming talent gap in the industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Davisware Vision
FieldConnect
Jonas Enterprise
MYOB
NodeOps
Operix
QuickBooks Online
QuickBooks Online Advanced
Shark Byte Sales and Estimating CRM
Xero

Integrations

Davisware Vision
FieldConnect
Jonas Enterprise
MYOB
NodeOps
Operix
QuickBooks Online
QuickBooks Online Advanced
Shark Byte Sales and Estimating CRM
Xero

Pricing Details

$50.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FieldInsight

Founded

2009

Country

Australia

Website

www.fieldinsight.com/scheduleflow

Vendor Details

Company Name

XOi Technologies

Founded

2013

Country

United States

Website

www.xoi.io

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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